Newport Group Consulting (NGC) offers consulting services to retirement plans, their sponsors, and participants. These services include investment consulting, discretionary investment management, fiduciary governance advice, retirement plan consulting, and risk-selective target date portfolios. NGC provides advice on investment reviews, investment policy statements, asset allocation, and investment manager selection and monitoring. NGC does not provide individualized investment advice to plan participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees are negotiable for amounts over $50 million. Based on the complexity of the service solution, fees may be higher than represented or have overriding minimums that would exceed the above referenced fee schedule. Fee applies to billable assets only (i.e., excludes company stock, self–directed accounts, etc.). Fee is “blended” as assets increase.